Credit Repair Cloud + Help Scout
Create Help Scout conversations for new Credit Repair Cloud leads
Effortlessly manage your leads and support inquiries with this Credit Repair Cloud and Help Scout integration. When a new lead is added in Credit Repair Cloud, this workflow creates a conversation in Help Scout, ensuring your customer support remains organized and streamlined. Focus on providing exceptional service while this automation handles the behind-the-scenes tasks for you.
Effortlessly manage your leads and support inquiries with this Credit Repair Cloud and Help Scout integration. When a new lead is added in Credit Repair Cloud, this workflow creates a conversation in Help Scout, ensuring your customer support remains organized and streamlined. Focus on providing exceptional service while this automation handles the behind-the-scenes tasks for you.
- When this happens...New Lead
Triggered when you add a new lead.
- automatically do this!Create Conversation
Creates conversation including tags and custom fields (only with Help Scout's Plus plan). Select mailbox to see custom fields.
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Status Change
Triggered when you convert status from client to any other status or from any other status to client.
Try ItNew Client
Triggered when you add a new client.
Try ItNew Lead
Triggered when you add a new lead.
Try ItUpdate Lead
Triggered when you update a lead.
Try It
New Affiliate
Triggers when a new affiliate is created.
Try ItNew Invoice
Triggered when you add a new invoice.
Try ItUpdate Client
Triggered when you update a client.
Try ItFirst NameRequired
Last NameRequired
EmailRequired
Middle Name
Suffix
Mobile Phone
Home Phone
Work Phone
Work Phone Ext
Fax
Social Security Number
Birth Date
Street Address
City
State
Zip
Country
Memo
Previous Mailing Address
